Breakthru Advisory Services’s Morgan Stanley MS Stock Holding History

Breakthru Advisory Services’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,261	Closed	-$372K	–	43
2026 Q1	$372K	Sell	2,261 -78	-3%	-$13.5K	0.6%	35
2025 Q4	$415K	Sell	2,339 -224	-9%	-$37.4K	0.27%	38
2025 Q3	$407K	Buy	+2,563	New	+$378K	0.27%	39
2025 Q1	–	Sell	-2,840	Closed	-$357K	–	37
2024 Q4	$357K	Buy	+2,840	New	+$350K	0.32%	36

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Breakthru Advisory Services's MS Position: Q2 2026 in Review

Breakthru Advisory Services sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 2,261 shares — an estimated $372K sold.

Breakthru Advisory Services first reported a position in MS in Q4 2024 and held it in 4 quarters. The position peaked at $415K in Q4 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Breakthru Advisory Services reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
Breakthru Advisory Services sold 2,261 Morgan Stanley shares in Q2 2026, an estimated $372K.
Breakthru Advisory Services first reported a position in Morgan Stanley in Q4 2024 and held it in 4 quarters.
Breakthru Advisory Services's Morgan Stanley position peaked at $415K in Q4 2025.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.